Insight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in charge of taking calls, troubleshooting user support questions, answering emails, keeping records of all interactions, and other daily tasks as they're assigned.

A breakdown of the position is as follows:

* Provide accurate information on business processes that the associate supports. Accurately record and escalate product, operational, or technology issues to the appropriate owner. Understand required accountabilities in the area in which the Associate works. (60%)

* Research, respond, and follow-up with assistance from other team members as required to questions from field users, external clients, Operations, and other Business Units. Associate will draft basic knowledge articles, as well as make changes and updates for review by leaders. (20%)

* Escalate questions to the appropriate senior associates within FCSS. (10%)

* Reduce risk by suggesting process changes or modifications as appropriate. (5%)

* Perform other duties and responsibilities as assigned. (5%)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Required Skills & Experience

1 - 2 years within a customer service background

1+ year of phone experience

Customer service orientated

Fast learner

Nice to Have Skills & Experience

College degree

Finance background

Salesforce knowledge

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.